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Retirement Planning

Design your retirement, the way you want to live it. Then create a plan to get you there!

Retirement Age/Lifestyle

When will you decide to enter retirement?

What does that lifestyle look like when you do retire?

Expenses in Retirement

By understanding your current expenses, you can make estimations for what your retirement expenses will be. 

Life Expectancy in Retirement

Usually estimated based on family history and current health. Used to anticipate how long you will be taking an income in retirement.

Sources of Retirement Income

You will need to have a full understanding of the different resources you can draw from in retirement. These include, but are not limited to retirement accounts, pensions, social security, rental income, etc.

Distribution Strategy in Retirement

Knowing the most efficient way to take income in retirement can have many advantages such as maximizing income and minimizing taxes. 

If you need an answer to a specific retirement planning question, contact us at (530) 272-1345.